Kelly Financial Services LLC J P Morgan ETF Tr U S Value Fa Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$194 Million0.72% of portfolio
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First Citizens Bank & Trust CO4.47MShares$188 Million2.9% of portfolio
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Brinker Capital Investments, LLC1.58MShares$66.4 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$49 Million2.98% of portfolio
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Orion Portfolio Solutions, LLC1.01MShares$42.3 Million0.46% of portfolio